Confluence Investment Management LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Confluence Investment Management LLC

  • $6.81 Billion
  • Q2 2025

A detailed history of Confluence Investment Management LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Confluence Investment Management LLC holds 401,503 shares of IBDX stock, worth $10.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
401,503
Previous 407,434 1.46%
Holding current value
$10.1 Million
Previous $10.2 Million 0.39%
% of portfolio
0.15%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 01, 2025
SELL
$24.31 - $25.29 $144,182 - $149,994
-5,931 Reduced 1.46%
401,503 $10.1 Million
Q1 2025

Apr 01, 2025
SELL
$24.21 - $25.09 $90,496 - $93,786
-3,738 Reduced 0.91%
407,434 $10.2 Million
Q4 2024

Jan 02, 2025
BUY
$24.5 - $25.72 $44,320 - $46,527
1,809 Added 0.44%
411,172 $10.1 Million
Q3 2024

Oct 31, 2024
BUY
$24.34 - $25.83 $9.96 Million - $10.6 Million
409,363 New
409,363 $10.5 Million

Others Institutions Holding IBDX

# of Institutions
151
Shares Held
35.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

IBDX Quotes by TradingView
  • Ticker IBDX
  • Sector ETFs
  • Industry ETFs
More about IBDX
Track This Portfolio

Track Confluence Investment Management LLC Portfolio

Follow Confluence Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Confluence Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email